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| Provider | Service type | Compensation |
|---|---|---|
MCCREADY & KEENE INC.1+ years Filed as: MCCREADY & KEENE, INC. Service code 15 · EIN 35-0500670 | Recordkeeping | $81,427 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 4208 SIX FORKS RD., STE. 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $70,407 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Direct payment from the plan; Custodi... | $17,650 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,687 | $43,110-52.0% | $156,551-86.8% | $65,292-68.3% |
| Participation rate | 18.1% | 69.3%-51.2pp | 84.0%-65.9pp | 72.4%-54.4pp |
| Annual return | 29.30% | 11.24%+18.1pp | 32.23%-2.9pp | 11.84%+17.5pp |
| Employer contribution / active EE | $1 | $1,702-100.0% | $5,501-100.0% | $2,302-100.0% |
| Participant deferral / active EE | $399 | $2,520-84.2% | $4,871-91.8% | $3,579-88.9% |
| Admin fee / account holder | $93 | $47+95.9% | $13,028-99.3% | $57+61.3% |